Investment Counsellor, Private Wealth in Calgary

At Fiera Capital, we invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:

• Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
• Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
• Your Rewards & Recognition: We deeply value our people and their contributions, reflected in our competitive compensation and benefits packages and our collaborative culture.
• Your Wellness Your Way: We strive to create a healthy work environment and offer programs designed to support our employees’ wellbeing.

What we are looking for: The Investment Counsellor role is primarily focused on providing an exceptional client experience to their assigned clients at Fiera Capital and growing the business by attracting new clients. Strong client relationships will focus on understanding each client’s unique needs, collaborating internally to develop/recommend investment strategies designed to achieve client’s goals with Fiera’s customized multi-asset solutions across traditional and alternative asset classes. This role reports to the Head of Private Wealth Canada and Senior Investment Counsellor.

Your responsibilities include:

• Building and nurturing strong client relationships, prioritizing client engagement and satisfaction.
• Communicating skillfully with strong written and verbal communication skills.
• Generating and fostering the adoption of creative/innovative ideas.
• Being well known and prominent in the market with strong networking skills.
• Focusing on results and adopting strategies that contribute to improved outcomes.
• Developing a business plan that highlights ambitious objectives for growth.
• Adapting to unforeseen situations and changes.
• Demonstrating strong financial acumen and market awareness.
• Effectively communicating Fiera’s service offerings and strategies.
• Operating with high integrity and an entrepreneurial spirit.
• Acting as a leader and mentor throughout the Private Wealth business.
• Aligning to strategic objectives and participating in projects.
• Collaborating as a team member and leader.

Must have requirements to be successful in this role:

• Post-secondary education.
• Professional designation: Chartered Financial Analyst, and/or Chartered Investment Manager.
• 10 years + Investment Counsellor experience with strong marketplace prominence.
• Licensed with the respective provincial body.

Additional Information: Fiera Capital adheres to a hybrid working environment with 4 days in-office per week. For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required. Fiera Capital subscribes to the principle of employment equity and aims to create an inclusive and equitable environment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment based on various protected classes. We thank all applicants for their interest in a career with Fiera Capital and will only contact those selected for an interview.